Donor Fundraising Software-Donor Management Software

1. Fundraising/Donor Service Solution(DSS) Fundraising software refers to any software solution that was built specifically to facilitate nonprofits’ fundraising efforts. These platforms make the fundraising process more successful by enabling nonprofits to build individualized donor stewardship strategies and by optimizing the donation process, data management, marketing and communications, and other efforts. Fundraising/Donor management software, also known as donor or constituent relationship management software, or simply donor software, provides nonprofits with one convenient platform for tracking their donor data and relationships. It centralizes once disparate data sources, so they can inform each other to give your organization the most complete picture of yourdonors. http://www.vallesoft.com/dss-solution.php

2. CLEAR AND COMPLETE GUIDE TO FUNDRAISINGSOFTWARE UNDERSTANDING FUNDRAISINGSOFTWARE 1 What is FundraisingSoftware? What Are Other Names for FundraisingSoftware? WhydoNonprofitsUse FundraisingSoftware? What isFundraising Software? Fundraising software refers to any software solution that was built specificallyto facilitate nonprofits’ fundraisingefforts. These platforms make the fundraising process more successful by enabling nonprofits to build individualized donor stewardship strategies and by optimizing the donation process, data management, marketing and communications, andother efforts. The following are all names for donor management solutions, nonprofits’ central fundraisingplatform! Without software, fundraising is a disorganized and mostly unsuccessful process. Fundraising software houses all nonprofit efforts under one roof, simplifying and informing the process so that organizations can see betterresults. Software helps nonprofits keep their data organized and develop more effective fundraising andengagement strategies. • –Donor database • Nonprofitsoftware • Donormanagement software • These terms vary slightlyin meaning, but each can be used to describe similar systems.

3. 2 What Types of Fundraising Software AreThere? DONOR MANAGMENTSOFTWARE Donor management software, also known as Donor or constituent relationship management software, or simply donor software, provides nonprofits with one convenient platform for tracking their donor data and relationships. It centralizes once disparate data sources, so they can inform each other to give your organization the most complete picture of yourdonors. Donor ManagementFeatures Comprehensive Donor Profiles Create a profile for each donor, including biographical and contactinformation, relationships, interests, and more. Make your profiles more unique to your organization by Adding custom fields andnotes. ListSegmentation Target donors more effectively bysegmenting them into different lists based on one or more criteria, including affinities for certain causes, demographics, donation history, giving capacity, andmore. RelationshipTracking Automatically record each historical interactiona constituent has had with your organization, including donation history, event attendance, and more. Track relationships among all constituents in your database for deeper insights into how theyrelate Centralized ConstituentData Donor management software isn’t just for keeping track of donors! You can manage dataand organize the efforts of all important contributors, including members, volunteers, staff, andanyone else who’s associated with yourorganization. FundraisingFeatures Automated RecurringGifts Donor database software simplifies theprocess of accepting recurring gifts by automating data entry, reminders, payments, and follow-up thank you notes. With automated recurring gifts, you and your donors will have one less thing to worryabout AutomatedPledges Automate emails to send out at a settime, reminding donors to make good on theirpledges. Set reminders for staff to reach out todonors who have yet to fulfill theirpledges. GiftProcessing Accept all types of donations and a widervariety of payment methods for a more flexible donation experience. Automatically link gifts with donor profiles to track donation history and get to know your donors’ habits andpreferences. Major GiftDevelopment Identify major gift prospects with wealth screening integration, plan every stepof your appeal with detailed workflows, and run cultivation reports topredict when major gift donors mightgive.

4. ONLINE FUNDRAISINGSOFTWARE Online fundraising software enables organizations to accept donations online, making the donation process significantly more convenient for them and their donors. With this type of software, nonprofits can accept all types of online donations with ease and seamlessly collect the data they receive through digital donation channels. Features MobileResponsiveness Online donation software uses a responsive technology framework, automatically generatinga mobile-responsive version of your donation pages. Now donors can use their smart phones and tablets to give anytime,anywhere! Branded DonationPages Build branded donation pagesand customize them to your campaign’s unique needs. Pages seamlessly integrate withyour website to provide anintuitive online donationexperience. “Donate Now” Buttons Attention- grabbing “Donate Now!” buttons can be incorporated into your emails, so donors don’t even have to leave their inbox to make a donation! When the donation process is so easy, you’re sure tosee more onlinegifts. Secure Payment ProcessingSecure payment processing ensures that your donors’ contributions and sensitive information are always safe, giving both you and your donors peace ofmind. AutomatedAcknowledgements Never forget to acknowledge a contribution with automated thank-you emails and donation receipts. Emails and receipts can also be customized to your organization’sneeds. EasyIntegration Easily integrate your online fundraising software with your donor database, so alltransactions are automatically tracked in your donor profiles to give you themost complete insights into your donors’ givinghabits.

5. 3 What Are Some Common Fundraising SoftwareIntegrations? DONOR MANAGMENTSOFTWARE Find even more ways to stay in touch with your donors by incorporating online engagementfeatures. You can integrate your email application and social media sites with your fundraising software to send emails and make posts without ever leaving yourplatform. This integration further centralizes all of your communications, so you can easily keep track of all the ways you contacted supporters and shared information withthem. See which methods bring you the most responses to get a better idea of your supporters’ preferred communication channels and to keep honing youroutreach. ACCOUNTING Nonprofits need clear financial documentation to help them obtain grants and keep track of their fiscalgrowth. Above all, this documentation is what makes you a nonprofit in the first place, because it secures your status as a tax-exemptorganization. Your fundraising software processes donations and tracks all contributions, so it’s logical to integrate your financial accountingplatform. By centralizing these efforts in one place, your donors’ contribution histories can communicate with your accounting software, allowing you to generate more accurate and up-to-date financialreports. Furthermore, you can improve donor outreach and engagement by generatingannual PAYMENTPROCESSING As we touched on earlier, one of the primary purposes of fundraising software is to simplify the online donationexperience. With integrated payment processing, you can automatically accept online payments submitted through your custom donationforms. This data links up to your constituent profiles, letting you track donation histories alongside other datasources. Automated tracking features allow you to get a better idea of your donors’ giving habits and preferred payment methods, so you can continue honing your fundraising efforts and make more relevantasks

6. PROSPECT RESEARCH & WEALTH SCREENING Prospect research and wealth screening platforms make the process of identifying major donor prospects much more focused andefficient. These tools give nonprofits insight into both their donors’ giving capacities and their philanthropic affinities by providing organizations with a number of data sources, such as: Wealth indicators, Past donation history, Philanthropic motivation, Relationships with other prospective major donors andmore. Prospect research and wealth screening integrations allow you to track the data sources they provide directly in your supporter profiles to give you a deeper understanding of your prospects and tohelp you plan out every step of theircultivation. USERMANAGEMENT This option will enable only authorized users of the Donation Management Information System to have access to the system because data is very important for any organization. The System Administrator will be able to Add/Edit/Delete user accounts through thisoption. DONATIONMANAGEMENT This option will allow the users to enter donation detail of particular donor. This will also allow entering donation in different mode like cash, credit card, and cheque etc. as well as cause of donation. User will be able to enter tax exemption certificate detail for that Donor will be eligible. All information in this form will be linked to the donor detail using this unique ID. This will also keep a facility to reverse the transaction in case the Payment is notrealized.

7. 4 How Fundraising Software Can Strengthen DonorRelationships The Stagesof Building DonorRelationships Fundraising software can help nonprofit organizations build deeper and more enduring relationships with theirdonors. That’s because fundraising software houses all data under one platform, allowing each data source to communicate with other data sources to give nonprofits the most complete pictures of their donors. Donor Identification andTargeting Nonprofits can then use the insights they receive from their data to personalize and target their outreach through every step of the relationship-buildingprocess. DonorEngagement In this section, we’ll take you step-by-step through each step of building relationships with your donors—from identifying prospects to donor retention—and show how fundraising software can make each part of this process more successful. Use the navigation on the right to jump down to any part of the process you’d like to learn more about, or read through the section to learn about the entire process. DonorConversion DonorStewardship andRetention Donor Identification andTargeting In order to approach each donor with a personalized outreach experience, nonprofits must first get to knowthem. The primary function of fundraising software is to help nonprofits gain a much deeper understanding of theirdonors. Software does this by housing all donor data under the same roof. This centralization enables all sources to communicate with each other, so you get the most complete and accurate pictures of yourdonors. You can store a number of donor data sources, including: Demographics and contact information, Relationships, Interests and affinities, Interaction history, Customizable fields andmore When you get to know more about your donors, you can approach them with individualized strategies that are more likely toengage

8. DonorEngagement When you know your donors more personally, you can target them with the most relevant content through their preferred communication channels. For example, those in a younger demographic might favor more casual language communicated through socialmedia. Your major donors, on the other hand, might prefer being approached more intimately throughone- on-one phone calls or handwritten letters. Sending these two very different groups the same impersonal message will do little to further your fundraising. The difficulty that most nonprofits face, however, is that they have no efficient way to execute multiple outreachstrategies. Software allows you to segment your supporter list into different groups, so that it’s easier to build individualized engagement campaigns. When you approach prospects with the most relevant communications, they’re more likely to take the next steps and becomecontributors DonorConversion Now that you’ve successfully targeted your prospects, it’s time to convert them into donors through action. In this case, that means making a donation! The more convenient it is for donors to contribute, the more likely they are to do it. That where software comes in. Fundraising software makes processing all kinds of donations easier, so donors can give the way theywant. When it comes to online donations, software provides you with a platform to build customized donation forms. Then, you can easily incorporate these forms into your website and link to them in your email and social media campaigns, so donors know exactly where tocontribute. When your donors need to pay in person, software allows you to accept a wide variety ofphysical payment methods, too. With the most flexible and convenient fundraising experience out there, you’re sure to convert more prospects into donors, since they can donate on theirterms. Donor Stewardship andRetention The better you know your donors, the more prepared you are to keep them in your donor pool, giving for months and years to come. Fundraising software tracks your every interaction with supporters, allowing you to note any changes in giving patterns andhabits. These insights can help you keep reaching out and engaging your donors through targeted strategies to build more enduring and valuable relationships withthem. For example, if you see that a donor who loyally gives 10000 a month has recently started giving larger gifts more frequently, you might do some research to learn whether this supporter has the potential to be upgraded to a major giftdonor. Without fundraising software, you’d have to research this donor’s giving history manually and consult multiple sources. But with fundraising software, you can simply type in the donor’s name and access their entire giving and involvementhistory! The more in-tune you are with your donors’ habits and preferences, the better able you’ll beto transform your donors into recurring givers who contribute for years tocome.

9. WHATGOALSDOWEHOPETOACHIEVEWITHOURSOFTWARE? Ideally, your fundraising software should be helping your organization reach your goals faster and more effectively. Look towards the future and think about what you hope to achieve with your software. You’ll want to buy a solution that can not only help you meet your current goals, but can also grow with you. So, what does your organization want from fundraisingsoftware? Increased DonorAcquisition? Expand your reach, convert moreprospects into donors, and grow yourbase. Increased RetentionRates? Turn more one-time donors into recurring donors to build a more loyal and valuablebase. MoreSuccessfulDonorDevelopment? Cultivate the donors you already have intomajor gift donors and overall increase your average gift size More CauseAwareness and AdvocacyAction? Inform more people of your cause and workto encourage more advocacy andsupport. Higher OnlineEngagement? See higher engagement levels from digitaldonor outreachchannels,includingemail,social media, and online forms. Higher FundraisingROI? Get the most out of every dollar you put into your fundraising efforts, so you’ll spend less to raisemore

10. SoftwareDescription Theoverviewofsystemarchitectureanddevelopmentframeworkisbriefedbelow: The huge tables are categorized on the functional year and allow creating new tables for storing the data on the basis of functional year. This enables to create a table automatically and switch to new table on every functionalyear. The whole concepts of categorizing the tables are to convert the huge tables into small dependent tables that help to access the tables in much faster way. The new system embeds with concepts of OLE that was not possible inMySql. The project is designed over the latest database and application platform (ref. table 1) i. Table1 OverallDescription ProductPerspective: DonorManagementSystemisdesignedtomaintainlarge databasein simplerway that allows the fetching of data much faster than the existingsystem. The MIS reporting’s are much more analytical and helps to analyze for the marketing perspective. FunctionalSpecification: The features and the functionality of the software is mentionedbelow: Administrator The administration module is created to give privileges to other users and create master data like Location, projects (ref. organization/NGO for this implementation), Donor type, Donor Vertical, campaigns, functional period, currency andothers.

11. ManageLead This module is designed to pitch Donors through various sources and tracks the status of its conversion.The user can trance the status with the donor and view the last communication with the Donor. This module is capable of managing various teams to analyze the performanceparameter. ManageDonor This module handles the new and existing donor, its sponsorships under different projects and verticals. This also handles the allocation of child withdonors. ManageReceipt This module handles the receipts, general reports, Bank deposits, Consolidated and Tax exemption. The featuresare: ManageReceipts: InwardsRegister InwardsReceipts ReceiptIssue ReceiptControl Bank Deposit(Upload bank file and IssueReceipts) Receipt Export Issue TaxCertificate GeneralReports Date wise statement Receipts statement, cancelled receipts, country wisereceipts Date wise cashstatement Special contribution, inwardsreport BankDeposit Local/outstation Cheques andDD Cash/M.O Credit card/Payment gateway/Netbanking Direct Remittances Through samebank TaxExemption Internal 80G Submission 35AC and80G

12. ManageChild This module manages the child/beneficiary progress report and its allocation. This also handles the various villages and their activityreport. Manage ECS/CreditCard This module manages whole ECS, notifications for ECS renewal and various reports related to ECS. Following are the list of the functionality which is handled byECS. ECSMandate ECS ReceiptUpload Credit Card Regularpayments Credit Card Receiptupload Upload History for ECS and CreditCard. Reports: Mandate MonthlyDebit PeriodWise CS tracker (Monthly andweekly) Clawback CommissionCalculator ECS Retention NewDonor DiscontinueECS Stop ECSlist ECS Donor list perNGO ManageFCRA This module handles the foreign contribution through various sources. This also handles the various remittancesprojects.

13. DMS SoftwareScreenshot: BasicModules:

14. Dashboard CollectionOverview

15. 1.)Administrator: Master

16. 2.) ManageDonor DonorList

17. 3.) ManageCollections IssueReceipts

18. 4.) RegularDonor Online Donation throughWebsite

19. 5.) MISReports Campaign/ProjectAnalysis

20. 6.)Printing/Dispatch 7.)Reminders

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